1. Sensorview IR: What will they discuss?

Sensorview will announce its company introduction, major business order status, and future growth strategies at the IR on August 18th. In particular, investors are expected to focus on plans for improving sluggish performance and securing financial soundness.

2. Why should you pay attention to Sensorview?

Sensorview possesses high-frequency component technology essential for future growth industries such as 5G/6G and autonomous driving. They have a stable order backlog in the defense/aerospace sector and are continuing efforts to expand their business in the commercial telecommunications sector.

3. What is Sensorview’s current situation?

  • Sales: Sales in Q1 2025 decreased by 34.7% year-on-year to KRW 5.469 billion. The deterioration of market conditions, such as delays in millimeter-wave 5G investment, is analyzed as the main cause.
  • Profitability: Despite the decline in sales, gross profit turned to black due to cost reduction efforts, but operating profit and net profit continued to be in the red. However, the loss has been significantly reduced compared to the previous year.
  • Financial soundness: High accumulated deficit (KRW -85.651 billion) and debt (KRW 17.646 billion) continue to be a burden. The capital procurement ratio has also soared, making it urgent to stabilize the financial structure.

4. What should investors do?

Sensorview has high growth potential but also high financial risks. It is crucial to carefully review the financial soundness improvement plan and new business performance presented at the IR before making an investment decision. It may be suitable for investors who focus on long-term growth potential rather than short-term performance.